West Wealth Administration Joins Ameriprise Economical in Search of Independence and Guidance to Create a Additional Successful Company
3 min readWest Prosperity Administration Joins Ameriprise Money in Search of Independence and Support to Build a More Productive Business enterprise
West Prosperity Management, which contains Personal Wealth Advisor Michael West, CFP® and economic advisors Andrew West, AIF® and Laura Cook, CFP®, just lately joined the unbiased channel of Ameriprise Fiscal, LLC (NYSE: AMP) from Raymond James with $150 million in assets less than management. The team experienced been on the lookout for the suitable time and possibility to shift independent they felt self-assured relocating now because they observed the adaptability and efficiency to carry on to offer a high quality level of company to their clients and strategically extend their follow.
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“We have big plans to build efficiencies and improve West Prosperity Administration. Time is a useful resource, and the purpose I run this business enterprise is for the reason that I needed overall flexibility to commit my time the place it’s most beneficial,” stated Michael West, who has 28 decades of encounter in the field. “What drew us to Ameriprise was the option to be independent – indicating to sustain manage of our ecosystem and have far more overall flexibility in the way we set up our exercise – while acquiring a robust nationwide model supporting us.”
Andrew West joined his father’s exercise in 2011 and has designed strategic partnerships with organization entrepreneurs to offer described reward ideas and suggestions on executive payment inside of the retirement program area. “My emphasis is establishing partnerships with facilities of influence, such as CPAs, and serving to business enterprise owners with company retirement prepare layout. We appear ahead to having this spot of our business enterprise to the upcoming level.”
Laura Prepare dinner joined the apply in 2013 and has built a reputation for serving girls clientele. “It’s no secret that gals, specially doing the job moms, have been specifically impacted by the pandemic. Our group has worked tough to enhance their financial confidence by truly listening to their concerns and aiding them build a prepare to attain their goals.”
Michael West’s team also features his daughter and client concierge Katherine West, operations supervisor Priscilla Rackley, and receptionist Emily West. The follow, which is dependent in Vacationers Rest, South Carolina, serves a extensive assortment of shoppers and corporations in 33 states across the country. Michael Barker supports the staff as their Ameriprise franchise discipline vice president.
Extra than 4,300 monetary advisors have joined Ameriprise considering that 2008.1 To locate out why professional money advisors are joining Ameriprise, go to ameriprise.com/why.
About Ameriprise Economical
At Ameriprise Financial, we have been aiding men and women really feel confident about their financial long run for much more than 125 several years. With considerable advisory, asset administration and coverage abilities and a nationwide community of about 10,000 economical advisors, we have the energy and expertise to provide the whole range of individual and institutional investors’ economic wants. For extra info, or to locate an Ameriprise financial advisor, check out ameriprise.com.
Ameriprise Monetary Companies, LLC is an Equivalent Possibility Employer.
Ameriprise Monetary Services, LLC. Member FINRA and SIPC.
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1 Firm data as of Q2 2020.
Stephanie Siegle, Media Relations
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